Account profile
Your staff profile, avatar, second factor, passkeys, email notifications and connected MCP apps.
Account is about you (the signed-in staff user), not workspace settings.
Open it from the user menu / avatar in the workspace shell → Account.
Profile
- Display name and how you appear on comments and assignees
- Profile picture (cropped square) used across the product
Authenticator app
An authenticator app on your phone adds a second step to signing in with your password: after the password, you enter a 6-digit code from the app.
Set it up
- In the Authenticator app card, click Set up authenticator.
- Enter your Password and click Continue.
- Scan the QR code with your authenticator app. Can't scan? Type in the key shown under Can't scan? Enter this key.
- Enter the 6-digit code the app shows and click Confirm.
- Save the backup codes you're shown (Copy puts them on your clipboard), then click I've saved these.
Each backup code signs you in once if you lose your phone. The card now shows On.
- Replace backup codes — gives you a fresh set (asks for your password). The old codes stop working.
- Turn off — removes the second step (asks for your password).
You need a password on your account to set up an authenticator.
Passkeys
A passkey lets you sign in with this device instead of a password — Face ID, Touch ID or a security key.
- In the Passkeys card, click Add a passkey.
- Confirm with your device (fingerprint, face, PIN or security key).
The passkey is listed with the date you added it. Remove deletes it. Add one per device you use. If your browser can't use passkeys, the card says so.
How signing in with either works: Sign in & workspace.
Workspaces can require it
An owner or admin can require every member to have a passkey or an authenticator app (Settings → General → Second factor). Either one counts. Until you have one, that workspace asks you to add it before letting you in.
Email notifications
Which ticket and CRM emails you get is set per workspace, for you only, under Settings → Notifications → Email notifications. Each event has its own switch:
| Switch | You get an email when… |
|---|---|
| New ticket created | a new ticket comes in (goes to the whole team) |
| New comment | someone comments on a ticket assigned to you — or a customer comments on an unassigned ticket (goes to the whole team) |
| Status changed | a ticket assigned to you changes status |
| Priority changed | a ticket assigned to you changes priority |
| Ticket assigned | a ticket is assigned to you |
| Ticket reopened | a customer reopens a closed ticket assigned to you |
| Mentioned in a comment | someone @-mentions you on a ticket |
| Mentioned in a CRM note | someone @-mentions you in a CRM note, call or meeting |
| CRM task assigned to you | someone gives you a CRM task |
| Your CRM task is due | one of your CRM tasks is due |
You never get an email about something you did yourself. The CRM switches only show while the CRM is on. With two or more boards, Notify me for boards lets you mute whole boards; being assigned or mentioned still reaches you (details). Click Save notification preferences when you're done.
Everything is on until you turn it off. Invitations, password resets and other account and security emails are always sent. These switches only affect your own email — what customers receive doesn't change.
Connected apps (MCP)
Lists MCP clients authorized to act as you. Revoke any client you no longer trust.
Full connect guide: MCP for agents.
Not here
| Need | Go to |
|---|---|
| Invite teammates | Settings → Members |
| Workspace name / logo | Settings → General |
| Host API keys | Host SaaS API |
| Delete your account | Not available in the app yet |